Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[larmor]

OT: Stanford starting an entire climate school

Stanford Gets $1.1 Billion for New Climate School From John Doerr

The billionaire venture capitalist said the study of climate change and sustainability would be the “new computer science.”

www.nytimes.com

Hey guys, do you need a Dean?

I've got a PhD and am a experienced TSLA investor.

 

[WolfHero]

View attachment 800524

Nobody pointed out to them the irony they are using an ICE car for this faculty?

 

[ZeApelido]

"Journalist" Linette seems real unbiased.

https://twitter.com/x/status/1521950417881493504

 

[Marc_K_inNJ]

Nobody pointed out to them the irony they are using an ICE car for this faculty?

They are just like all the politicians that talk the climate talk…. They just see it as an opportunity to make $

You don’t need a school for climate education, I learned more than any schooling will provide just by joining TMC… and it’s free (and fun… well only when the stock is up)

 

[Ogre]

"Journalist" Linette seems real unbiased.

https://twitter.com/x/status/1521950417881493504

As Joe says… this has nothing to do with business or TSLA.

Why post it? Do we really need to amplify biased tweets from Tesla haters here?

 

[geometro]

As Joe says… this has nothing to do with business or TSLA.

Why post it? Do we really need to amplify biased tweets from Tesla haters here?

For me, it’s a helpful reminder that when they (the media) can’t find anything wrong with fundamentals of the business, they publish garbage…. This strengthens my diamond hands.

 

[M|S|M MYP]

Be afraid Tesla...be very afraid

 

[mongo]

Nobody pointed out to them the irony they are using an ICE car for this faculty?

That SUV is from Earth, Energy, and Environmental Science which predates the recent gift for a School of Sustainability.

General useful items for a field vehicle:
1. Cargo, people, and towing capacity
2. Ground clearance
3. Ability to go to remote locations
SoS will hopefully get a Cybertruck or two...

 

[elasalle]

As Joe says… this has nothing to do with business or TSLA.

Why post it? Do we really need to amplify biased tweets from Tesla haters here?

Joe is Zap…. ?

 

[Singuy]

Be afraid Tesla...be very afraid

View attachment 800529

Well they took down their twitter account afraid that Elon may bankrupt them

 

[ZeApelido]

As Joe says… this has nothing to do with business or TSLA.

Why post it? Do we really need to amplify biased tweets from Tesla haters here?

Pretty sure that Joe account is just a bot, looks sus...

 

[Don TLR]

Pretty sure that Joe account is just a bot, looks sus...

Maybe you have a similar unhealthy obsession with Joe???

 

[insaneoctane]

https://twitter.com/x/status/1521904787754606593

If it's cheaper, why does SCE keep charging me more and more for electricity??? /s

 

[nativewolf]

Nobody pointed out to them the irony they are using an ICE car for this faculty?

Just completely emblematic of the idiocy of funding climate studies instead of funding efforts, like Tesla or terraform industries or actually launching a lithium project or an LFP battery factory. Sigh...

 

[insaneoctane]

So, I have a fundamental question about Tesla's pricing strategy. When the Model 3 was first released, customers had access to the full federal tax credit of $7K. As the rebate decreased and ultimately disappeared, prices continued to decrease. I remember thinking "how will the competition ever catch Tesla if they keep sharing their economies of scale with the customer?" Just after the last price reductions of February 2021, I began to invision the inevitable fulfillment of their mission as Tesla was making the best products AND at the lowest prices! Then it stopped. Prices started increasing and haven't stopped. The LR TM3 is up 22% since March 2021.

Maybe the competition didn't come. Maybe inflation was coming. Maybe margins were too thin. Maybe demand was too high. Maybe supply was too low. Maybe it's those things and many more. But, I don't have the same feeling about Tesla sharing those economies of scale with the customer anymore. I think Tesla's 3/Y products have gotten very expensive and many people that were thinking of stretching can't at these prices. I know margins are epic and I should rejoice as a stockholder. But, what fundamentally changed this trajectory in March 2021?

 

[Rammstein]

Pros:

• Catfish

Cons:

• Country music

It's a tough one.

The food scene in Nashville is awesome. I’ve been going on a food tour making YouTube videos since I retired off Tesla stock and so far my favourite food city is Nashville!

I didn’t like all the country music either. There are a few bars that didn’t play country music. The Kidd Rock bar was a ton of fun!

Mod: End this. Everyone.

 

[JusRelax]

So, I have a fundamental question about Tesla's pricing strategy. When the Model 3 was first released, customers had access to the full federal tax credit of $7K. As the rebate decreased and ultimately disappeared, prices continued to decrease. I remember thinking "how will the competition ever catch Tesla if they keep sharing their economies of scale with the customer?" Just after the last price reductions of February 2021, I began to invision the inevitable fulfillment of their mission as Tesla was making the best products AND at the lowest prices! Then it stopped. Prices started increasing and haven't stopped. The LR TM3 is up 22% since March 2021.

Maybe the competition didn't come. Maybe inflation was coming. Maybe margins were too thin. Maybe demand was too high. Maybe supply was too low. Maybe it's those things and many more. But, I don't have the same feeling about Tesla sharing those economies of scale with the customer anymore. I think Tesla's 3/Y products have gotten very expensive and many people that were thinking of stretching can't at these prices. I know margins are epic and I should rejoice as a stockholder. But, what fundamentally changed this trajectory in March 2021?
View attachment 800550

IMO, it was a significantly greater increase in EV (primarily Tesla) demand than expected, spurred on primarily by the COVID outbreak, the resultant "free money" infusion by the government, and the rise in oil prices.

It's imperative that Tesla try to keep wait times for purchasing their vehicles below a year. Tesla is already doing everything they can in order to ramp up their vehicle production as much as possible (i.e. - increasing supply), so they also need to decrease demand for their products as well. Tesla's strategy for this has been to increase prices and focus on selling higher margin vehicles first, both of which are also better for Tesla's bottom line.

 

[Words of HABIT]

You can have Tesla without TSLA, but you can't have TSLA without Tesla. Tesla continues to improve on all metrics. Only a matter of time for TSLA to follow.

Some here suggesting TSLA remains flat (net result flat) for next one to two years. IMHO the 2-year trend line is holding up well and will continue to do so. Never a staight line, but the year over year trend remains positively upward. Trend is pointing directly to set new ATH by end of year.

The trend is your friend.

 

[Phobi]

I realize that now…

If it makes you feel any better just think of it this way:

Comparable price 2013 Range Rover with Air Suspension ($1700-$1800usd per corner: (Land Rover Range Rover Sport Active Suspension Air Spring Replacement Cost Estimate)

PLUS: 16mpg (combined) over 170,000km = $26,000+ (@1.05 p/L avg price from 2013-2021)

Could always be worse. I think you made a good “investment”

HODL.

 

[Tim S]

IMO, it was a significantly greater increase in EV (primarily Tesla) demand than expected, spurred on primarily by the COVID outbreak, the resultant "free money" infusion by the government, and the rise in oil prices.

It's imperative that Tesla try to keep wait times for purchasing their vehicles below a year. Tesla is already doing everything they can in order to ramp up their vehicle production as much as possible (i.e. - increasing supply), so they also need to decrease demand for their products as well. Tesla's strategy for this has been to increase prices and focus on selling higher margin vehicles first, both of which are also better for Tesla's bottom line.

Exactly this. My wife ordered a Model Y last August and expected delivery is this July-August. If prices were lower, demand would be higher and wait times would be well over a year.

Prices will come down when production catches up to demand. Hopefully Berlin and Texas can ramp up quickly.